LifeYield Portfolio Advantage®

Reduce tax drag across an entire household portfolio through dynamic asset location, then quantify the benefit in dollars.

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Brief overview of LifeYield Portfolio Advantage

With Portfolio Advantage, advisors can:

Calculate your client’s Taxficient Score®

Measure the tax-efficiency of a household portfolio on a scale of 0-100, then receive a series of recommendations on how to improve the score and boost after-tax returns.

Use Quick Proposal to engage prospects

Guide conversations with this interactive tool, which uses adjustable tax rates and account balances to illustrate the benefit and impact of dynamic asset location.

Attract more held-away assets

Simply mark an account as held-away, and the system will calculate the financial impact of managing and coordinating all the accounts within the household.

Benefits of Portfolio Advantage

Why Portfolio Advantage?

25k using Portfolio Advantage

$1T+ assets on the platform

83% of investors want tax efficiency

Easy to use integrations

integrations

The LifeYield Advantage Suite®

portfolio advantage

Measure the tax efficiency of a household portfolio with the Taxficient Score® and pinpoint the tax-smart location for every asset in seconds. Learn more

income advantage

Determine the most tax-efficient way to make withdrawals from multiple accounts. Learn more

social security advantage

Find the optimal enrollment age, filing strategy and layers of income for investors as they approach retirement. Learn more

Questions about LifeYield?

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